Advanced Family Office Execution, Legacy, and Deal Structures, video 12 of 20
$1 Billion Allocators: Insights Directly from Family Offices and Investment Firms
This video presents insights from family offices, investment firms, and allocators managing significant capital. For a family evaluating a multifamily office, the discussion can provide useful prompts about investment processes, execution, reporting, and alignment. Use these themes to define your priorities and prepare questions for prospective MFO partners.
Why watch
- Identify questions to ask a multifamily office about investment processes and execution.
- Consider how reporting and accountability should be handled.
- Compare a prospective MFO's approach with your family's priorities.